Welcome back. Shares of deer under pressure. The farm equipment maker expects annual profit to come in below estimates because of tariff impacts and weaker margins from its large tractors.The quarter, Carl, was was actually pretty good and saw growth across all of the different sectors, including construction, which was really strong, up 27%. But maybe they're being conservative because just the farm economy has been so volatile. Um, but the the guidance was a disappointment here and and a bit of a headscra ...

to the big board. As we said, Chris Macy's celebrating the 99th Thanksgiving Day parade. Santa with an early appearance here.You can watch the parade tomorrow on NBC and Peacock beginning at 8:30 a. m. in all time zones at the NASDAQ.It's Almani Industries, a minor tungsten concentrate as a return to 6,800. Yeah. >> We'll take you past last Thursday's levels.>> Yes. So, that's what we've been kind of playing with. uh last Thursday's high in the morning before we got that big downside reversal like 6770.What ...

Thanksgiving travel season could not come at a better time for the group. Who knows more about this than Filibau. I would argue no one.No single person. There he is. Morning, Phil.>> Thank you, David. Oh, very nice of you to say that. You know, for some airlines, Thanksgiving week could be the most profitable week of the year for them.Certainly among the most profitable. They need a strong week of travel. And it's off to a relatively smooth start.Yes, there's some weather moving into the upper Midwest, but ...

Michael Bur, who you probably know from The Big Short, is now calling AI a bubble. A recent filing shows that at the end of September, he was betting against two of the biggest AI winners, Nvidia and Palunteer. And it's gotten some attention.>> As far as I can tell, the two companies he's shorting are the ones making all the money, which is super weird. Like, the idea that chips and what you want to short is bat crazy. Even after Nvidia's massive earning speed, Bur isn't budging.So, is Bur's call right. Her ...

>> WELCOME BACK TO SQUAWK BOX. WE'VE GOT PAT GELSINGER HERE TO TALK ABOUT A FASCINATING TOPIC, WHICH IS THIS MOMENT RIGHT NOW WHERE IT APPEARS LIKE GOOGLE COULD HAVE OVERTAKEN, AT LEAST BRIEFLY IN VIDEO, OR MAYBE AT LEAST CHALLENGING NVIDIA IN SOME NEW WAY. AND I'M SO CURIOUS WHAT YOU MAKE OF THIS NEWS, THIS IDEA THAT META NOW MAYBE WANTS TO ACTUALLY DO BUSINESS WITH GOOGLE AND BUY THEIR CHIPS AS OPPOSED TO NVIDIA CHIPS.>> WELL, I THINK. >> EVERYTHING HERE IS THIS IS A BIG MARKET. AI IS SUCH A HOT SPACE, BU ...

>> AFFORDABILITY IS FRONT AND CENTER IN WASHINGTON, D. C. RIGHT NOW, ESPECIALLY AFTER PRESIDENT TRUMP'S MEETING WITH NEW YORK CITY MAYOR ELECT ZORAN MAD MONEY LAST WEEK.BUT OUR NEXT GUEST SAYS THAT DESPITE THIS RENEWED FOCUS, AFFORDABILITY IS A PROBLEM THAT JUST CAN'T BE SOLVED. GREG IP IS THE WALL STREET JOURNAL'S DEPUTY ECONOMICS EDITOR AND CHIEF ECONOMICS COMMENTATOR. STEVE LIESMAN, BY THE WAY, IS BACK WITH US FOR THIS CONVERSATION AS WELL.BUT, GREG, WELCOME. IT'S IT'S GOOD TO SEE YOU THIS MORNING. YOUR ...

In media news this morning, reports saying that Warner Brothers Discovery is asking bidders to submit new Sweden offers by Monday. So, a lot of bankers are going to be working overtime this Thanksgiving. Rich Greenfield, co-founder of Lightshed Partners, good morning to you. What do you think these bids look like? I know you've you've you've said before that you know you think that Comcast Brian Roberts who controls this company at least currently uh needs to do this deal but also it appears that Netflix ma ...

Our next guest is going to help us navigate holiday anxiety and lagging consumer confidence, affordability concerns, and m most importantly maybe some uh divisive political topics. Harvard professor Arthur Brooks. He hosts the podcast Office Hours with Arthur Brooks is of course the best-selling author of the Happiness Files is a contributor for The Atlantic.Good morning to you. We always talk about uh getting around the Thanksgiving Day table and trying to have civil discourse, Arthur. I I just want the ti ...

It's already a busy time for holiday shopping and this year consumers have a range of new tools thanks to AI. Julia Borston joins us live in Los Angeles for us this morning. And uh how is that changing the way we shop, Julia.>> Well, Becky, AI is taking over gift research and shopping this holiday season. More than three of shoppers say they plan to use AI for assistance with holiday shopping. That's up from 40% last year.and uh Adobe forecasts that traffic directed to retail sites from AI platforms will in ...

Holiday Spending Forecast - National Retail Federation (NRF) forecasts a 4% gain in retail sales for November and December, exceeding $1 trillion for the first time [1] - The forecast of 37% to 42% growth translates to $1 trillion in sales [8][11] - Consumer spending on gifts, food, decorations, and other seasonal goods is expected to be $890, slightly down from $902 last year [7] Consumer Behavior & Confidence - Consumers demonstrate engagement in commerce despite low economic confidence [3][4] - Consumers are prioritizing holiday spending by seeking value, convenience, reducing savings, and taking on more debt [5] - Consumers tend to spend more during big shopping weekends than initially indicated in surveys [10] Economic Factors & Retailer Sentiment - Goods inflation is almost flat, and food inflation is around 1%, with some category exceptions [6] - Retailers have generally reported positive earnings despite economic uncertainty, tariffs, and government shutdown [14] - Consumers and retailers are showing resilience in the face of adversity, uncertainty, and volatility [14][15] - Wages are slightly ahead of inflation, contributing to real spending and purchasing power [15]